Nvidia backs OpenAI's 8GW Ohio AI campus
OpenAI, Nvidia and SB Energy have set a 20-year structure for the PORTS-Pike campus. The important constraint is power, financing and construction—not another chip launch.
Data Centers News and Analysis
40 verified stories covering Data Centers, product updates and industry developments.
Nvidia turns AI factories into finance
Nvidia is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR on compute-financing platforms that could mobilize more than $500 billion for AI infrastructure.
Firebird opens an AI factory in Armenia
Firebird has launched a NVIDIA DSX AI factory in Armenia, with a roadmap for 70,000 GPUs, 300MW in the country, and a wider 2GW frontier-market infrastructure plan.
Anthropic Reportedly Locks In Norway Compute
Volta and Bitdeer disclosed a Norway AI factory deal that Bloomberg-linked reports identify as Anthropic's latest compute push.
Green computing enters China carbon-peak plan
Green computing enters China carbon-peak plan is reframed for global technology readers, with the key numbers, product claims and open questions kept intact.
Microsoft-backed I-2SEA cable links India to Singapore for AI traffic
Subsea bandwidth, GPU clusters and AI data-center corridors.
National Grid backs Joulent’s dedicated power plant for Microsoft AI
AI power demand, grid queues and private gas-fired capacity.
Omen AI raises $31 million to monitor data center fluids
Omen AI raised a $31 million Series A for inline sensors that track coolant contamination and wear as AI data centers move deeper into liquid cooling.
Nvidia Chip Runs on Power From Valar’s Small Reactor
Valar Atomics powered an Nvidia Blackwell chip from its Ward250 reactor in Utah, framing the test as a first for nuclear-fed AI infrastructure.
Meta Shares Jump on AI Compute Rental Plan
Meta is exploring a business that rents out excess AI compute, turning a costly infrastructure buildout into a possible revenue line.
Stathera Raises $55 Million for Silicon Timing Chips
Stathera raised $55 million to replace quartz timing components with smaller silicon oscillators aimed at AI data centers.
South Korea puts $518B behind four AI chip clusters
South Korea puts $518B behind four AI chip clusters
Upscale raises $190M for AI networking chips
Upscale AI raised $190 million at a $2 billion valuation, with Nvidia joining the round, as its SkyHammer switch chips pitch open Ethernet standards for large AI clusters.
FERC pushes 90-day power reviews for AI data centers
The U.S. energy regulator ordered six major grid operators to justify or rewrite large-load interconnection rules as AI data centers strain power queues.
Goldman models a $7.6T AI build-out
Goldman Sachs estimates global AI infrastructure spending from 2026 to 2031 could reach $7.6 trillion, with compute, data centers and power as the major buckets.
OpenAI weighs a giant Ohio data-center lease
The reported 10-gigawatt lease would shift OpenAI from owning more infrastructure to long-term capacity commitments backed by partners such as Nvidia.
China sketches a $295B AI compute network
China is preparing a five-year AI infrastructure plan that could spend about $295 billion while requiring at least 80% domestic hardware and software.
Meta and Reliance plan a 168MW AI data center
Meta is partnering with Reliance on a built-to-suit AI data center in Jamnagar, India, starting with 168MW and green power contracts.
Musk Pitches SpaceX's AI1 Satellite as an Orbital Data Center
Days before SpaceX's planned listing, Elon Musk showed an AI1 satellite design that would move part of AI infrastructure into orbit.
Switch seeks funding above $50 billion valuation
The data-center operator has moved from an $11 billion take-private deal to a potential $50 billion-plus valuation as AI demand turns power and land into scarce assets.
Google Pledges Water-Positive Data Centers by 2030
Google says it will replenish more water than its data centers consume by 2030, pairing public water reporting with projects across 97 watersheds.
SIA Says Chips Make Up 95% of an AI Server Rack’s Value
A Deloitte-SIA report projects AI data-center chip revenue could reach $1.2 trillion by 2028, reframing AI infrastructure as a full-stack semiconductor race.
SoftBank Plans a €75 Billion AI Data Center Bet in France
SoftBank wants to build 5 GW of AI data center capacity in northern France, tying Masayoshi Son’s infrastructure wager to Europe’s nuclear power advantage.
DriveNets raises $410 million as AMD backs AI networking
DriveNets raised a $410 million Series D at an $8.5 billion valuation, with AMD joining a bet on Ethernet fabrics for large AI deployments.
Qualcomm launches Dragonfly to chase data center AI chips
Qualcomm used Computex 2026 to introduce Dragonfly, a data center brand covering CPUs, inference accelerators and ASICs, while leaving specifications for later.
DriveNets raises $410 million for AI networking
DriveNets is valued at $8.5 billion as AMD backs its Ethernet fabric bet against Nvidia-style closed AI clusters.
Anthropic to Pay SpaceX $45B Over Three Years for Compute
Anthropic will pay SpaceX $1.25 billion monthly for GPU compute from the Colossus cluster, totaling $45 billion over 36 months.
AI cabinet steel maker SendCutSend raises $110M at $1B valuation
SendCutSend, a metal fabrication startup, raised $110 million led by Paradigm and Sequoia, hitting a $1 billion valuation as AI data center demand drives orders.
European AI data center power prices to rise 12% in 2026
European industrial electricity costs are double those in the US and 50% higher than in China and India, threatening AI data center expansion.
Iceotope raises $26M as AI cooling demand jumps
The UK liquid-cooling company wants to scale immersion systems as next-generation AI racks push far beyond what air cooling can handle.
Google talks with SpaceX about putting TPUs in orbit
Google’s Project Suncatcher is reportedly moving from research toward launch talks with SpaceX as AI data centers run into power and siting constraints on Earth.
NVIDIA Uses a $2.1 Billion Option to Lock In IREN Compute
NVIDIA paired a five-year IREN share option with a $3.4 billion GPU cloud commitment, signaling that AI infrastructure now starts with power, land and data centers.
Nvidia bets $3.2 billion on Corning optical infrastructure
Nvidia is tying itself to Corning as AI data centers move from copper cabling to optical links, funding new U.S. plants and taking warrant-based upside.
Fluidstack valuation jumps from $7.5B to $18B in four months as AI data center demand surges
AI infrastructure startup Fluidstack, which builds custom data centers for Anthropic, Meta, and others, has more than doubled its valuation to $18 billion within four months, driven by surging demand for specialized AI compute.
Iranian drones strike three AWS data centers
On March 1, Iranian Shahed drones struck three Amazon Web Services data centers — two in the UAE and one in Bahrain — in what is considered the first state-backed military strike on commercial cloud infrastructure. The incident exposed critical flaws in multi-AZ redundancy, data localization laws, and the blurring line between military and commercial computing.
AMD MI400 with 432GB HBM4 takes on NVIDIA
AMD's upcoming MI400 series AI accelerators, led by the MI455X with 432GB HBM4 memory and 40 PFLOPS FP4 performance, challenge NVIDIA's dominance on paper, but software ecosystem hurdles remain.
AI data centers to consume more electricity than all of Japan by end of 2026
Global data center electricity consumption is projected to exceed 1,000 TWh by the end of 2026, driven almost entirely by AI workloads, raising concerns about grid strain, rising residential bills, and the limits of energy supply.
Nvidia Blackwell Sold Out Through Mid-2026
Nvidia's B200 and GB200 NVL72 racks are sold out until mid-2026, with cloud giants holding over 3.6 million units in backlog. The article examines supply chain bottlenecks, the upcoming Blackwell Ultra (GB300), and what this means for AI companies.
Trump's 145% Tariffs Are Driving US AI Infrastructure Overseas
The Trump administration's steep tariffs on imported components are raising data center costs by 20-50%, pushing AI companies to expand in Canada, Nordic countries, and Southeast Asia instead of the United States.
How Much Electricity Does It Take to Train a Large AI Model?
AI model training consumes enormous amounts of electricity, with a single GPT-4-level training run using as much power as hundreds of U.S. homes use in a year. Inference energy may already exceed training, and companies like Microsoft, Google, and DeepSeek are pursuing different strategies to address the growing conflict between AI progress and energy demand.